JPMorgan International Bond Opportunities ETF(JPIB)

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JPMorgan International Bond Opportunities ETF(JPIB)

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JPIB(JPIB)

JPIB

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 264 Institutional Holders

Holder	Shares	Date	Change	% Held
Avantax Planning Partners, Inc.	2.43M	Mar 31, 26	+103.81K	5.71%
LPL Financial LLC	1.56M	Mar 31, 26	+131.51K	3.66%
Rice Partnership, LLC	1.49M	Mar 31, 26	+62.70K	3.50%
FSM Wealth Advisors, LLC	1.16M	Mar 31, 26	+247.96K	2.73%
BANK OF AMERICA CORP /DE/	1.08M	Mar 31, 26	+767.91K	2.53%
HighTower Advisors, LLC	982.69K	Mar 31, 26	+115.78K	2.31%
Prime Capital Investment Advisors, LLC	927.04K	Mar 31, 26	+819.61K	2.18%
Parallel Advisors, LLC	883.01K	Mar 31, 26	+883.01K	2.07%
Cetera Investment Advisers	757.48K	Mar 31, 26	+170.32K	1.78%
Kestra Investment Management, LLC	663.63K	Mar 31, 26	+663.63K	1.56%
RAYMOND JAMES FINANCIAL INC	612.59K	Mar 31, 26	+78.08K	1.44%
Goldstone Financial Group, LLC	538.60K	Mar 31, 26	-2.07K	1.26%
MORGAN STANLEY	489.75K	Mar 31, 26	-255.33K	1.15%
Hughes Financial Services, LLC	451.49K	Mar 31, 26	+17.23K	1.06%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	444.98K	Mar 31, 26	+145.11K	1.04%
ForthRight Wealth Management, LLC	421.70K	Mar 31, 26	+36.44K	0.99%
Hills Bank & Trust Co	417.82K	Mar 31, 26	+29.80K	0.98%
Apella Capital, LLC	411.56K	Mar 31, 26	+271.23K	0.97%
ENVESTNET ASSET MANAGEMENT INC	368.31K	Mar 31, 26	+267.84K	0.86%
Evergreen Wealth Solutions, LLC	362.82K	Mar 31, 26	+7.12K	0.85%
ROYAL BANK OF CANADA	357.69K	Mar 31, 26	+222.39K	0.84%
KMG FIDUCIARY PARTNERS, LLC	356.19K	Mar 31, 26	+9.24K	0.84%
Certified Advisory Corp	351.57K	Mar 31, 26	+30.94K	0.83%
Peak Financial Management, Inc.	344.08K	Mar 31, 26	+31.97K	0.81%
Destiny Wealth Partners, LLC	311.94K	Mar 31, 26	+311.94K	0.73%
COMMONWEALTH EQUITY SERVICES, LLC	310.73K	Mar 31, 26	+23.40K	0.73%
ADE, LLC	298.48K	Mar 31, 26	+298.48K	0.70%
Financial Connections Group, Inc.	242.58K	Mar 31, 26	+73.80K	0.57%
Stadion Money Management, LLC	238.30K	Mar 31, 26	+4.60K	0.56%
JANE STREET GROUP, LLC	233.17K	Mar 31, 26	+53.43K	0.55%
CGN Advisors LLC	220.08K	Mar 31, 26	+4.92K	0.52%
Onyx Bridge Wealth Group LLC	212.63K	Mar 31, 26	+176.91K	0.50%
ACIMA PRIVATE WEALTH, LLC	211.05K	Mar 31, 26	-269	0.50%
MAI Capital Management	209.41K	Mar 31, 26	+6.42K	0.49%
CAPTRUST FINANCIAL ADVISORS	209.27K	Mar 31, 26	+56.46K	0.49%
Summit Financial, LLC	198.46K	Mar 31, 26	+69.45K	0.47%
Cambridge Investment Research Advisors, Inc.	196.44K	Mar 31, 26	+58.69K	0.46%
Peterson Wealth Advisors, LLC	191.46K	Mar 31, 26	+8.25K	0.45%
Tidemark, LLC	181.27K	Mar 31, 26	+19.28K	0.43%
Fiduciary Alliance LLC	178.83K	Mar 31, 26	+21.01K	0.42%
Bleakley Financial Group, LLC	175.93K	Mar 31, 26	+3.67K	0.41%
NewEdge Advisors, LLC	170.89K	Mar 31, 26	+6.57K	0.40%
Baird Financial Group, Inc.	170.79K	Mar 31, 26	-872	0.40%
Cadent Capital Advisors, LLC	160.22K	Mar 31, 26	+136.53K	0.38%
Ignite Planners, LLC	159.58K	Mar 31, 26	+7.39K	0.37%
Broadway Wealth Solutions, Inc.	152.73K	Mar 31, 26	+11.39K	0.36%
Windsor Capital Management, LLC	151.60K	Mar 31, 26	+3.50K	0.36%
Financial Management Professionals, Inc.	144.85K	Mar 31, 26	+11.72K	0.34%
AssuredPartners Investment Advisors, LLC	144.49K	Mar 31, 26	+3.08K	0.34%
POWER WEALTH MANAGEMENT LLC	142.15K	Mar 31, 26	-22.15K	0.33%
CREATIVE FINANCIAL DESIGNS INC /ADV	140.64K	Mar 31, 26	+1.54K	0.33%
THRIVENT FINANCIAL FOR LUTHERANS	138.29K	Mar 31, 26	+67.31K	0.32%
Treasure Coast Financial Planning	134.40K	Mar 31, 26	+5.50K	0.32%
Cerity Partners LLC	133.84K	Mar 31, 26	+133.84K	0.31%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	127.59K	Mar 31, 26	-5.06K	0.30%
Econ Financial Services Corp	119.11K	Mar 31, 26	+74.24K	0.28%
FIRST AMERICAN TRUST, FSB	117.55K	Mar 31, 26	+9.69K	0.28%
Refined Wealth Management	116.59K	Mar 31, 26	+116.59K	0.27%
Marmo Financial Group, LLC	110.00K	Mar 31, 26	-1.27K	0.26%
Elmwood Wealth Management, Inc.	106.98K	Mar 31, 26	+27.17K	0.25%
Cedar Mountain Advisors, LLC	105.46K	Mar 31, 26	+1.99K	0.25%
CARY STREET PARTNERS FINANCIAL LLC	105.29K	Mar 31, 26	+10.52K	0.25%
LexAurum Advisors, LLC	103.73K	Mar 31, 26	+103.73K	0.24%
ADVISOR GROUP HOLDINGS, INC.	103.45K	Mar 31, 26	+36.40K	0.24%
Beacon Pointe Advisors, LLC	98.18K	Mar 31, 26	+5.93K	0.23%
ARKANSAS FINANCIAL GROUP, INC.	93.80K	Mar 31, 26	+14.73K	0.22%
ROOF EIDAM & MAYCOCK/ADV	93.14K	Mar 31, 26	--	0.22%
Spectrum Wealth Advisory Group, LLC	91.89K	Mar 31, 26	+78.77K	0.22%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	89.02K	Mar 31, 26	+89.02K	0.21%
JPMORGAN CHASE & CO	86.17K	Mar 31, 26	+61.23K	0.20%
New Capital Management LP	84.11K	Mar 31, 26	+84.11K	0.20%
Private Advisor Group, LLC	80.50K	Mar 31, 26	-15.74K	0.19%
Buckingham Strategic Partners	79.53K	Mar 31, 26	+34.61K	0.19%
White & Co Financial Planning Inc	71.10K	Mar 31, 26	+6.56K	0.17%
Stratos Wealth Advisors, LLC	68.62K	Mar 31, 26	+3.04K	0.16%
MMA ASSET MANAGEMENT LLC	68.21K	Mar 31, 26	+68.21K	0.16%
ADAMSBROWN WEALTH CONSULTANTS LLC	67.57K	Mar 31, 26	-3.62K	0.16%
CITADEL ADVISORS LLC	66.94K	Mar 31, 26	-5.32K	0.16%
Mach-1 Financial Group, LLC	66.59K	Mar 31, 26	+3.96K	0.16%
Waverly Advisors, LLC	64.90K	Mar 31, 26	+4.36K	0.15%
WILEY BROS.-AINTREE CAPITAL, LLC	63.21K	Mar 31, 26	+7.23K	0.15%
Jacobi Capital Management LLC	62.97K	Mar 31, 26	+8.25K	0.15%
OneAscent Financial Services LLC	62.64K	Mar 31, 26	+112	0.15%
Etesian Wealth Advisors, Inc.	60.93K	Mar 31, 26	+6.09K	0.14%
RIVERSEDGE ADVISORS, LLC	60.15K	Mar 31, 26	+60.15K	0.14%
Koshinski Asset Management, Inc.	59.71K	Mar 31, 26	-1.54K	0.14%
Systelligence, LLC	56.68K	Mar 31, 26	-22.24K	0.13%
Brendel Financial Advisors LLC	50.73K	Mar 31, 26	+50.73K	0.12%
Rockefeller Capital Management L.P.	50.56K	Mar 31, 26	-4.80K	0.12%
Bouvel Investment Partners, LLC	49.87K	Mar 31, 26	-289	0.12%
SYM FINANCIAL Corp	49.43K	Mar 31, 26	+5.70K	0.12%
Sanctuary Advisors, LLC	44.99K	Mar 31, 26	+10.61K	0.11%
MAGNOLIA CAPITAL ADVISORS LLC	44.77K	Mar 31, 26	+44.77K	0.11%
OPPENHEIMER & CO INC	44.73K	Mar 31, 26	-98	0.11%
Equitable Holdings, Inc.	43.33K	Mar 31, 26	+20.70K	0.10%
Financial Partners Group, Inc	42.97K	Mar 31, 26	+749	0.10%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	41.39K	Mar 31, 26	+16.34K	0.10%
BlackDiamond Wealth Management Inc.	40.97K	Mar 31, 26	+5.43K	0.10%
Advisor OS, LLC	40.35K	Mar 31, 26	-12.57K	0.09%
Beta Wealth Group, Inc.	39.97K	Mar 31, 26	-20.76K	0.09%
Mariner, LLC	37.19K	Mar 31, 26	-14	0.09%
Pine Harbor Wealth Management, LLC	36.88K	Mar 31, 26	--	0.09%
Valmark Advisers, Inc.	36.55K	Mar 31, 26	+13.13K	0.09%
TriaGen Wealth Management LLC	34.70K	Mar 31, 26	+446	0.08%
Berger Financial Group, Inc	34.70K	Mar 31, 26	+2.16K	0.08%
InTrack Investment Management Inc	31.19K	Mar 31, 26	+1.95K	0.07%
Lunt Capital Management, Inc.	31.00K	Mar 31, 26	+31.00K	0.07%
Wealthcare Advisory Partners LLC	30.79K	Mar 31, 26	+1.18K	0.07%
Ameritas Advisory Services, LLC	29.73K	Mar 31, 26	+3.08K	0.07%
Mutual Advisors, LLC	29.63K	Mar 31, 26	+2.86K	0.07%
J.W. COLE ADVISORS, INC.	29.62K	Mar 31, 26	+2.45K	0.07%
AE Wealth Management LLC	29.45K	Mar 31, 26	+22.14K	0.07%
Balanced Rock Investment Advisor	28.32K	Mar 31, 26	+850	0.07%
Geneos Wealth Management Inc.	27.77K	Mar 31, 26	+5.42K	0.07%
IHT Wealth Management, LLC	27.09K	Mar 31, 26	+2.28K	0.06%
Eaton Financial Holdings Company, LLC	26.49K	Mar 31, 26	+3.75K	0.06%
INNEALTA CAPITAL, LLC	25.86K	Mar 31, 26	+12.34K	0.06%
Gateway Wealth Partners, LLC	25.13K	Mar 31, 26	+25.13K	0.06%
Dynamic Advisor Solutions LLC	24.14K	Mar 31, 26	+1.66K	0.06%
Argent Trust Co	22.73K	Mar 31, 26	-3.17K	0.05%
AXXCESS WEALTH MANAGEMENT, LLC	22.02K	Mar 31, 26	+409	0.05%
UMB Bank, n.a.	21.57K	Mar 31, 26	--	0.05%
Marks Group Wealth Management, Inc	21.24K	Mar 31, 26	+21.24K	0.05%
CreativeOne Wealth, LLC	18.63K	Mar 31, 26	-1	0.04%
Advisory Alpha, LLC	18.52K	Mar 31, 26	+1.86K	0.04%
Helium Advisors LLC	17.91K	Mar 31, 26	-1.62K	0.04%
Total Clarity Wealth Management, Inc.	17.75K	Mar 31, 26	+17.75K	0.04%
Advisors Asset Management, Inc.	17.74K	Mar 31, 26	+650	0.04%
Narus Financial Partners, LLC	17.61K	Mar 31, 26	+2.50K	0.04%
Mission Hills Financial Advisory, LLC	17.39K	Mar 31, 26	+9.89K	0.04%
Independent Advisor Alliance	16.89K	Mar 31, 26	+16.89K	0.04%
CAHILL FINANCIAL ADVISORS INC	16.68K	Mar 31, 26	-1.07K	0.04%
First Citizens Financial Corp	16.05K	Mar 31, 26	-3.86K	0.04%
PKS Advisory Services, LLC	15.92K	Mar 31, 26	+500	0.04%
Ameritas Investment Partners, Inc.	15.73K	Mar 31, 26	+15.73K	0.04%
GeoWealth Management, LLC	15.69K	Mar 31, 26	+15.69K	0.04%
CIBC WORLD MARKET INC.	15.32K	Mar 31, 26	+15.32K	0.04%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	15.28K	Mar 31, 26	+9.36K	0.04%
GOLDMAN SACHS GROUP INC	15.27K	Mar 31, 26	+10.43K	0.04%
Fortitude Financial, LLC	14.88K	Mar 31, 26	+1.96K	0.03%
Clear Creek Financial Management, LLC	14.29K	Mar 31, 26	-3.51K	0.03%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV	13.87K	Mar 31, 26	+2.08K	0.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	13.50K	Mar 31, 26	-59.59K	0.03%
MOTCO	13.43K	Mar 31, 26	+358	0.03%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	13.32K	Mar 31, 26	+13.32K	0.03%
PATTON ALBERTSON MILLER GROUP, LLC	13.30K	Mar 31, 26	+13.30K	0.03%
Walkner Condon Financial Advisors LLC	12.75K	Mar 31, 26	+544	0.03%
Sunflower Bank, N.A.	12.62K	Mar 31, 26	-1.30K	0.03%
SAXON INTERESTS, INC.	12.22K	Mar 31, 26	--	0.03%
Prospera Financial Services Inc	11.85K	Mar 31, 26	+6.25K	0.03%
Visionary Wealth Advisors	11.66K	Mar 31, 26	+958	0.03%
Capstone Wealth Management Group LLC	11.66K	Mar 31, 26	+3.75K	0.03%
First Bank & Trust	11.23K	Mar 31, 26	+5.33K	0.03%
Centurion Wealth Management LLC	10.96K	Mar 31, 26	+10.96K	0.03%
Janney Montgomery Scott LLC	10.20K	Mar 31, 26	-336	0.02%
Stratos Wealth Partners, LTD.	9.45K	Mar 31, 26	+9.45K	0.02%
Gilman Hill Asset Management, LLC	8.75K	Mar 31, 26	--	0.02%
Ausdal Financial Partners, Inc.	8.58K	Mar 31, 26	+8.58K	0.02%
BURKE & HERBERT BANK & TRUST CO	8.53K	Mar 31, 26	+8.53K	0.02%
Betterment LLC	8.44K	Mar 31, 26	+2.04K	0.02%
Smallwood Wealth Investment Management, LLC	8.30K	Mar 31, 26	+170	0.02%
KWB Wealth	8.15K	Mar 31, 26	-224	0.02%
Redhawk Wealth Advisors, Inc.	7.92K	Mar 31, 26	+7.92K	0.02%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	7.60K	Mar 31, 26	--	0.02%
MML INVESTORS SERVICES, LLC	7.44K	Mar 31, 26	+7.44K	0.02%
Lido Advisors, LLC	7.10K	Mar 31, 26	+7.10K	0.02%
SCHMIDT P J INVESTMENT MANAGEMENT INC	6.77K	Mar 31, 26	+882	0.02%
HAZLETT, BURT & WATSON, INC.	6.71K	Mar 31, 26	+1.99K	0.02%
BANK OF MONTREAL /CAN/	6.65K	Mar 31, 26	-109	0.02%
AlphaCore Capital LLC	6.57K	Mar 31, 26	-1.19K	0.02%
Capital Analysts, LLC	6.49K	Mar 31, 26	+3.02K	0.02%
Brady Martz Wealth Solutions, LLC	6.44K	Mar 31, 26	+175	0.02%
WETZEL INVESTMENT ADVISORS, INC.	6.41K	Mar 31, 26	-68	0.02%
Lantern Wealth Advisors, LLC	6.35K	Mar 31, 26	+41	0.01%
Beaumont Financial Advisors, LLC	6.18K	Mar 31, 26	--	0.01%
SEAVIEW INVESTMENT MANAGERS LLC	6.00K	Mar 31, 26	+1.52K	0.01%
NATIONAL BANK OF CANADA /FI/	5.99K	Mar 31, 26	+1	0.01%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	5.93K	Mar 31, 26	+51	0.01%
First Heartland Consultants, Inc.	5.90K	Mar 31, 26	+782	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	5.79K	Mar 31, 26	+523	0.01%
VERUS CAPITAL PARTNERS, LLC	5.74K	Mar 31, 26	-126.08K	0.01%
Sigma Planning Corp	5.72K	Mar 31, 26	+1.06K	0.01%
SAGE FINANCIAL GROUP INC	5.52K	Mar 31, 26	--	0.01%
BRASADA CAPITAL MANAGEMENT, LP	5.50K	Mar 31, 26	-1.21K	0.01%
Sequoia Financial Advisors, LLC	5.43K	Mar 31, 26	+5.43K	0.01%
Kestra Advisory Services, LLC	5.37K	Mar 31, 26	-3.22K	0.01%
Wescott Financial Advisory Group, LLC	5.12K	Mar 31, 26	+67	0.01%
GWN SECURITIES INC.	5.04K	Mar 31, 26	-1.50K	0.01%
Hobart Private Capital, LLC	4.79K	Mar 31, 26	-2.29K	0.01%
AQR CAPITAL MANAGEMENT LLC	4.68K	Mar 31, 26	+4.68K	0.01%
Stonehearth Capital Management, LLC	4.62K	Mar 31, 26	+191	0.01%
Farther Finance Advisors, LLC	4.54K	Mar 31, 26	+2.90K	0.01%
TRUIST FINANCIAL CORP	4.42K	Mar 31, 26	+9	0.01%
WealthCare Investment Partners, LLC	4.30K	Mar 31, 26	+4.30K	0.01%
Friday Financial	4.23K	Mar 31, 26	+4.23K	0.01%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	4.20K	Mar 31, 26	-560	0.01%
EverSource Wealth Advisors, LLC	4.13K	Mar 31, 26	+742	0.01%
HARBOUR INVESTMENTS, INC.	3.62K	Mar 31, 26	+3.35K	0.01%
Banque Cantonale Vaudoise	3.45K	Mar 31, 26	+1.21K	0.01%
CENTAURUS FINANCIAL, INC.	3.26K	Mar 31, 26	+3.26K	0.01%
Steward Partners Investment Advisory, LLC	2.96K	Mar 31, 26	+2.96K	0.01%
Legacy Wealth Managment, LLC/ID	2.17K	Mar 31, 26	+1.27K	0.01%
Allworth Financial LP	1.63K	Mar 31, 26	-2.47K	0.00%
Sunbelt Securities, Inc.	1.63K	Mar 31, 26	-84	0.00%
WFA of San Diego, LLC	1.53K	Mar 31, 26	--	0.00%
Trust Co	1.51K	Mar 31, 26	+565	0.00%
Larson Financial Group LLC	1.30K	Mar 31, 26	--	0.00%
Capital Investment Advisory Services, LLC	1.24K	Mar 31, 26	--	0.00%
IAG Wealth Partners, LLC	1.03K	Mar 31, 26	--	0.00%
WELLS FARGO & COMPANY/MN	1.02K	Mar 31, 26	+644	0.00%
CWM, LLC	980	Mar 31, 26	--	0.00%
Dunhill Financial, LLC	908	Mar 31, 26	-736	0.00%
Western Wealth Management, LLC	716	Mar 31, 26	+716	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	648	Mar 31, 26	--	0.00%
Advisory Services Network, LLC	406	Mar 31, 26	+406	0.00%
AdvisorNet Financial, Inc	386	Mar 31, 26	+36	0.00%
HHM Wealth Advisors, LLC	306	Mar 31, 26	--	0.00%
Costello Asset Management, INC	227	Mar 31, 26	+3	0.00%
IFP Advisors, Inc	200	Mar 31, 26	-35	0.00%
Clarity Asset Management, Inc.	190	Mar 31, 26	+3	0.00%
PRIVATE TRUST CO NA	137	Mar 31, 26	+59	0.00%
CULLEN/FROST BANKERS, INC.	24	Mar 31, 26	--	0.00%
ASSETMARK, INC	18	Mar 31, 26	-83	0.00%
Ashton Thomas Private Wealth, LLC	1	Mar 31, 26	+1	0.00%
Wealth Alliance Advisory Group, LLC	--	Mar 31, 26	-8.26K	--
STIFEL FINANCIAL CORP	--	Mar 31, 26	-18.05K	--
VISTA INVESTMENT PARTNERS II, LLC	--	Mar 31, 26	-17.39K	--
US BANCORP \DE\	--	Mar 31, 26	-585	--
OPTIMA CAPITAL LLC	--	Mar 31, 26	-2.87K	--
Clear Point Advisors Inc.	--	Mar 31, 26	-22.39K	--
Elyxium Wealth, LLC	--	Mar 31, 26	-1.00K	--
Coppell Advisory Solutions LLC	--	Mar 31, 26	-6.97K	--
Aviso Financial Inc.	--	Mar 31, 26	-2.49K	--
MidAtlantic Capital Management, Inc.	--	Mar 31, 26	-326	--
AllGen Financial Advisors, Inc.	149.49K	Dec 31, 25	+8.54K	0.35%
Running Point Capital Advisors, LLC	120.66K	Dec 31, 25	+19.98K	0.28%
Prosperity Wealth Management, Inc.	9.23K	Dec 31, 25	+437	0.02%
McCarthy & Cox	8.11K	Dec 31, 25	-351.36K	0.02%
Global Retirement Partners, LLC	1.99K	Dec 31, 25	--	0.00%
SageView Advisory Group, LLC	1.09K	Dec 31, 25	+1.09K	0.00%
TUCKER ASSET MANAGEMENT LLC	39	Dec 31, 25	--	0.00%
SPC Financial, Inc.	7.69K	Sep 30, 25	--	0.02%
AVANTAX ADVISORY SERVICES, INC.	248.36K	Jun 30, 25	+44.88K	0.58%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-5.38K	--
HTLF Bank	21.57K	Dec 31, 24	--	0.05%
Raymond James Financial Services Advisors, Inc.	274.71K	Sep 30, 24	+10.36K	0.64%
Hyperion Partners, LLC	167.69K	Sep 30, 24	+6.42K	0.39%
BBJS FINANCIAL ADVISORS, LLC	88.07K	Sep 30, 24	+3.62K	0.21%
RAYMOND JAMES & ASSOCIATES	32.45K	Sep 30, 24	-560	0.08%
CARY STREET PARTNERS ASSET MANAGEMENT LLC	26.39K	Sep 30, 24	+3.08K	0.06%
Cetera Advisor Networks LLC	57.83K	Mar 31, 24	+48.90K	0.14%
Simplicity Solutions, LLC	126.88K	Dec 31, 23	+424	0.30%
StrategIQ Financial Group, LLC	29.77K	Dec 31, 23	+8.90K	0.07%
COLONY GROUP LLC	42.77K	Sep 30, 23	+50	0.10%
DUBUQUE BANK & TRUST CO	21.57K	Sep 30, 23	--	0.05%
Quantitative Advantage, LLC	155.14K	Mar 31, 23	+907	0.36%
Foresight Wealth Management, LLC	--	Dec 31, 22	-24.72K	--
Beaumont Financial Partners, LLC	6.18K	Sep 30, 22	--	0.01%
Asset Planning Services, Ltd.	4.27K	Dec 31, 21	+25	0.01%
Ameritas Investment Company, LLC	11.72K	Sep 30, 21	+2.29K	0.03%
20/20 Capital Management, Inc.	178.92K	Jun 30, 21	+4.94K	0.42%
Watson Rebecca	--	Sep 30, 20	-550	--
Advisor Group, Inc.	904	Dec 31, 19	+8	0.00%
Ceros Financial Services Inc.	24.46K	Mar 31, 19	+24.46K	0.06%

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Holder

Date

Change

% Held

Avantax Planning Partners, Inc.

2.43M

Mar 31, 26

+103.81K

5.71%

LPL Financial LLC

1.56M

Mar 31, 26

+131.51K

3.66%

Rice Partnership, LLC

1.49M

Mar 31, 26

+62.70K

3.50%

FSM Wealth Advisors, LLC

1.16M

Mar 31, 26

+247.96K

2.73%

BANK OF AMERICA CORP /DE/

1.08M

Mar 31, 26

+767.91K

2.53%

HighTower Advisors, LLC

982.69K

Mar 31, 26

+115.78K

2.31%

Prime Capital Investment Advisors, LLC

927.04K

Mar 31, 26

+819.61K

2.18%

Parallel Advisors, LLC

883.01K

Mar 31, 26

+883.01K

2.07%

Cetera Investment Advisers

757.48K

Mar 31, 26

+170.32K

1.78%

Kestra Investment Management, LLC

663.63K

Mar 31, 26

+663.63K

1.56%

RAYMOND JAMES FINANCIAL INC

612.59K

Mar 31, 26

+78.08K

1.44%

Goldstone Financial Group, LLC

538.60K

Mar 31, 26

-2.07K

1.26%

MORGAN STANLEY

489.75K

Mar 31, 26

-255.33K

1.15%

Hughes Financial Services, LLC

451.49K

Mar 31, 26

+17.23K

1.06%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

444.98K

Mar 31, 26

+145.11K

1.04%

ForthRight Wealth Management, LLC

421.70K

Mar 31, 26

+36.44K

0.99%

Hills Bank & Trust Co

417.82K

Mar 31, 26

+29.80K

0.98%

Apella Capital, LLC

411.56K

Mar 31, 26

+271.23K

0.97%

ENVESTNET ASSET MANAGEMENT INC

368.31K

Mar 31, 26

+267.84K

0.86%

Evergreen Wealth Solutions, LLC

362.82K

Mar 31, 26

+7.12K

0.85%

ROYAL BANK OF CANADA

357.69K

Mar 31, 26

+222.39K

0.84%

KMG FIDUCIARY PARTNERS, LLC

356.19K

Mar 31, 26

+9.24K

0.84%

Certified Advisory Corp

351.57K

Mar 31, 26

+30.94K

0.83%

Peak Financial Management, Inc.

344.08K

Mar 31, 26

+31.97K

0.81%

Destiny Wealth Partners, LLC

311.94K

Mar 31, 26

+311.94K

0.73%

COMMONWEALTH EQUITY SERVICES, LLC

310.73K

Mar 31, 26

+23.40K

0.73%

ADE, LLC

298.48K

Mar 31, 26

+298.48K

0.70%

Financial Connections Group, Inc.

242.58K

Mar 31, 26

+73.80K

0.57%

Stadion Money Management, LLC

238.30K

Mar 31, 26

+4.60K

0.56%

JANE STREET GROUP, LLC

233.17K

Mar 31, 26

+53.43K

0.55%

CGN Advisors LLC

220.08K

Mar 31, 26

+4.92K

0.52%

Onyx Bridge Wealth Group LLC

212.63K

Mar 31, 26

+176.91K

0.50%

ACIMA PRIVATE WEALTH, LLC

211.05K

Mar 31, 26

-269

0.50%

MAI Capital Management

209.41K

Mar 31, 26

+6.42K

0.49%

CAPTRUST FINANCIAL ADVISORS

209.27K

Mar 31, 26

+56.46K

0.49%

Summit Financial, LLC

198.46K

Mar 31, 26

+69.45K

0.47%

Cambridge Investment Research Advisors, Inc.

196.44K

Mar 31, 26

+58.69K

0.46%

Peterson Wealth Advisors, LLC

191.46K

Mar 31, 26

+8.25K

0.45%

Tidemark, LLC

181.27K

Mar 31, 26

+19.28K

0.43%

Fiduciary Alliance LLC

178.83K

Mar 31, 26

+21.01K

0.42%

Bleakley Financial Group, LLC

175.93K

Mar 31, 26

+3.67K

0.41%

NewEdge Advisors, LLC

170.89K

Mar 31, 26

+6.57K

0.40%

Baird Financial Group, Inc.

170.79K

Mar 31, 26

-872

0.40%

Cadent Capital Advisors, LLC

160.22K

Mar 31, 26

+136.53K

0.38%

Ignite Planners, LLC

159.58K

Mar 31, 26

+7.39K

0.37%

Broadway Wealth Solutions, Inc.

152.73K

Mar 31, 26

+11.39K

0.36%

Windsor Capital Management, LLC

151.60K

Mar 31, 26

+3.50K

0.36%

Financial Management Professionals, Inc.

144.85K

Mar 31, 26

+11.72K

0.34%

AssuredPartners Investment Advisors, LLC

144.49K

Mar 31, 26

+3.08K

0.34%

POWER WEALTH MANAGEMENT LLC

142.15K

Mar 31, 26

-22.15K

0.33%

CREATIVE FINANCIAL DESIGNS INC /ADV

140.64K

Mar 31, 26

+1.54K

0.33%

THRIVENT FINANCIAL FOR LUTHERANS

138.29K

Mar 31, 26

+67.31K

0.32%

Treasure Coast Financial Planning

134.40K

Mar 31, 26

+5.50K

0.32%

Cerity Partners LLC

133.84K

Mar 31, 26

+133.84K

0.31%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

127.59K

Mar 31, 26

-5.06K

0.30%

Econ Financial Services Corp

119.11K

Mar 31, 26

+74.24K

0.28%

FIRST AMERICAN TRUST, FSB

117.55K

Mar 31, 26

+9.69K

0.28%

Refined Wealth Management

116.59K

Mar 31, 26

+116.59K

0.27%

Marmo Financial Group, LLC

110.00K

Mar 31, 26

-1.27K

0.26%

Elmwood Wealth Management, Inc.

106.98K

Mar 31, 26

+27.17K

0.25%

Cedar Mountain Advisors, LLC

105.46K

Mar 31, 26

+1.99K

0.25%

CARY STREET PARTNERS FINANCIAL LLC

105.29K

Mar 31, 26

+10.52K

0.25%

LexAurum Advisors, LLC

103.73K

Mar 31, 26

+103.73K

0.24%

ADVISOR GROUP HOLDINGS, INC.

103.45K

Mar 31, 26

+36.40K

0.24%

Beacon Pointe Advisors, LLC

98.18K

Mar 31, 26

+5.93K

0.23%

ARKANSAS FINANCIAL GROUP, INC.

93.80K

Mar 31, 26

+14.73K

0.22%

ROOF EIDAM & MAYCOCK/ADV

93.14K

Mar 31, 26

0.22%

Spectrum Wealth Advisory Group, LLC

91.89K

Mar 31, 26

+78.77K

0.22%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

89.02K

Mar 31, 26

+89.02K

0.21%

JPMORGAN CHASE & CO

86.17K

Mar 31, 26

+61.23K

0.20%

New Capital Management LP

84.11K

Mar 31, 26

+84.11K

0.20%

Private Advisor Group, LLC

80.50K

Mar 31, 26

-15.74K

0.19%

Buckingham Strategic Partners

79.53K

Mar 31, 26

+34.61K

0.19%

White & Co Financial Planning Inc

71.10K

Mar 31, 26

+6.56K

0.17%

Stratos Wealth Advisors, LLC

68.62K

Mar 31, 26

+3.04K

0.16%

MMA ASSET MANAGEMENT LLC

68.21K

Mar 31, 26

+68.21K

0.16%

ADAMSBROWN WEALTH CONSULTANTS LLC

67.57K

Mar 31, 26

-3.62K

0.16%

CITADEL ADVISORS LLC

66.94K

Mar 31, 26

-5.32K

0.16%

Mach-1 Financial Group, LLC

66.59K

Mar 31, 26

+3.96K

0.16%

Waverly Advisors, LLC

64.90K

Mar 31, 26

+4.36K

0.15%

WILEY BROS.-AINTREE CAPITAL, LLC

63.21K

Mar 31, 26

+7.23K

0.15%

Jacobi Capital Management LLC

62.97K

Mar 31, 26

+8.25K

0.15%

OneAscent Financial Services LLC

62.64K

Mar 31, 26

+112

0.15%

Etesian Wealth Advisors, Inc.

60.93K

Mar 31, 26

+6.09K

0.14%

RIVERSEDGE ADVISORS, LLC

60.15K

Mar 31, 26

+60.15K

0.14%

Koshinski Asset Management, Inc.

59.71K

Mar 31, 26

-1.54K

0.14%

Systelligence, LLC

56.68K

Mar 31, 26

-22.24K

0.13%

Brendel Financial Advisors LLC

50.73K

Mar 31, 26

+50.73K

0.12%

Rockefeller Capital Management L.P.

50.56K

Mar 31, 26

-4.80K

0.12%

Bouvel Investment Partners, LLC

49.87K

Mar 31, 26

-289

0.12%

SYM FINANCIAL Corp

49.43K

Mar 31, 26

+5.70K

0.12%

Sanctuary Advisors, LLC

44.99K

Mar 31, 26

+10.61K

0.11%

MAGNOLIA CAPITAL ADVISORS LLC

44.77K

Mar 31, 26

+44.77K

0.11%

OPPENHEIMER & CO INC

44.73K

Mar 31, 26

-98

0.11%

Equitable Holdings, Inc.

43.33K

Mar 31, 26

+20.70K

0.10%

Financial Partners Group, Inc

42.97K

Mar 31, 26

+749

0.10%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

41.39K

Mar 31, 26

+16.34K

0.10%

BlackDiamond Wealth Management Inc.

40.97K

Mar 31, 26

+5.43K

0.10%

Advisor OS, LLC

40.35K

Mar 31, 26

-12.57K

0.09%

Beta Wealth Group, Inc.

39.97K

Mar 31, 26

-20.76K

0.09%

Mariner, LLC

37.19K

Mar 31, 26

-14

0.09%

Pine Harbor Wealth Management, LLC

36.88K

Mar 31, 26

0.09%

Valmark Advisers, Inc.

36.55K

Mar 31, 26

+13.13K

0.09%

TriaGen Wealth Management LLC

34.70K

Mar 31, 26

+446

0.08%

Berger Financial Group, Inc

34.70K

Mar 31, 26

+2.16K

0.08%

InTrack Investment Management Inc

31.19K

Mar 31, 26

+1.95K

0.07%

Lunt Capital Management, Inc.

31.00K

Mar 31, 26

+31.00K

0.07%

Wealthcare Advisory Partners LLC

30.79K

Mar 31, 26

+1.18K

0.07%

Ameritas Advisory Services, LLC

29.73K

Mar 31, 26

+3.08K

0.07%

Mutual Advisors, LLC

29.63K

Mar 31, 26

+2.86K

0.07%

J.W. COLE ADVISORS, INC.

29.62K

Mar 31, 26

+2.45K

0.07%

AE Wealth Management LLC

29.45K

Mar 31, 26

+22.14K

0.07%

Balanced Rock Investment Advisor

28.32K

Mar 31, 26

+850

0.07%

Geneos Wealth Management Inc.

27.77K

Mar 31, 26

+5.42K

0.07%

IHT Wealth Management, LLC

27.09K

Mar 31, 26

+2.28K

0.06%

Eaton Financial Holdings Company, LLC

26.49K

Mar 31, 26

+3.75K

0.06%

INNEALTA CAPITAL, LLC

25.86K

Mar 31, 26

+12.34K

0.06%

Gateway Wealth Partners, LLC

25.13K

Mar 31, 26

+25.13K

0.06%

Dynamic Advisor Solutions LLC

24.14K

Mar 31, 26

+1.66K

0.06%

Argent Trust Co

22.73K

Mar 31, 26

-3.17K

0.05%

AXXCESS WEALTH MANAGEMENT, LLC

22.02K

Mar 31, 26

+409

0.05%

UMB Bank, n.a.

21.57K

Mar 31, 26

0.05%

Marks Group Wealth Management, Inc

21.24K

Mar 31, 26

+21.24K

0.05%

CreativeOne Wealth, LLC

18.63K

Mar 31, 26

-1

0.04%

Advisory Alpha, LLC

18.52K

Mar 31, 26

+1.86K

0.04%

Helium Advisors LLC

17.91K

Mar 31, 26

-1.62K

0.04%

Total Clarity Wealth Management, Inc.

17.75K

Mar 31, 26

+17.75K

0.04%

Advisors Asset Management, Inc.

17.74K

Mar 31, 26

+650

0.04%

Narus Financial Partners, LLC

17.61K

Mar 31, 26

+2.50K

0.04%

Mission Hills Financial Advisory, LLC

17.39K

Mar 31, 26

+9.89K

0.04%

Independent Advisor Alliance

16.89K

Mar 31, 26

+16.89K

0.04%

CAHILL FINANCIAL ADVISORS INC

16.68K

Mar 31, 26

-1.07K

0.04%

First Citizens Financial Corp

16.05K

Mar 31, 26

-3.86K

0.04%

PKS Advisory Services, LLC

15.92K

Mar 31, 26

+500

0.04%

Ameritas Investment Partners, Inc.

15.73K

Mar 31, 26

+15.73K

0.04%

GeoWealth Management, LLC

15.69K

Mar 31, 26

+15.69K

0.04%

CIBC WORLD MARKET INC.

15.32K

Mar 31, 26

+15.32K

0.04%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

15.28K

Mar 31, 26

+9.36K

0.04%

GOLDMAN SACHS GROUP INC

15.27K

Mar 31, 26

+10.43K

0.04%

Fortitude Financial, LLC

14.88K

Mar 31, 26

+1.96K

0.03%

Clear Creek Financial Management, LLC

14.29K

Mar 31, 26

-3.51K

0.03%

MAINSTAY CAPITAL MANAGEMENT LLC /ADV

13.87K

Mar 31, 26

+2.08K

0.03%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

13.50K

Mar 31, 26

-59.59K

0.03%

MOTCO

13.43K

Mar 31, 26

+358

0.03%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

13.32K

Mar 31, 26

+13.32K

0.03%

PATTON ALBERTSON MILLER GROUP, LLC

13.30K

Mar 31, 26

+13.30K

0.03%

Walkner Condon Financial Advisors LLC

12.75K

Mar 31, 26

+544

0.03%

Sunflower Bank, N.A.

12.62K

Mar 31, 26

-1.30K

0.03%

SAXON INTERESTS, INC.

12.22K

Mar 31, 26

0.03%

Prospera Financial Services Inc

11.85K

Mar 31, 26

+6.25K

0.03%

Visionary Wealth Advisors

11.66K

Mar 31, 26

+958

0.03%

Capstone Wealth Management Group LLC

11.66K

Mar 31, 26

+3.75K

0.03%

First Bank & Trust

11.23K

Mar 31, 26

+5.33K

0.03%

Centurion Wealth Management LLC

10.96K

Mar 31, 26

+10.96K

0.03%

Janney Montgomery Scott LLC

10.20K

Mar 31, 26

-336

0.02%

Stratos Wealth Partners, LTD.

9.45K

Mar 31, 26

+9.45K

0.02%

Gilman Hill Asset Management, LLC

8.75K

Mar 31, 26

0.02%

Ausdal Financial Partners, Inc.

8.58K

Mar 31, 26

+8.58K

0.02%

BURKE & HERBERT BANK & TRUST CO

8.53K

Mar 31, 26

+8.53K

0.02%

Betterment LLC

8.44K

Mar 31, 26

+2.04K

0.02%

Smallwood Wealth Investment Management, LLC

8.30K

Mar 31, 26

+170

0.02%

KWB Wealth

8.15K

Mar 31, 26

-224

0.02%

Redhawk Wealth Advisors, Inc.

7.92K

Mar 31, 26

+7.92K

0.02%

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT

7.60K

Mar 31, 26

0.02%

MML INVESTORS SERVICES, LLC

7.44K

Mar 31, 26

+7.44K

0.02%

Lido Advisors, LLC

7.10K

Mar 31, 26

+7.10K

0.02%

SCHMIDT P J INVESTMENT MANAGEMENT INC

6.77K

Mar 31, 26

+882

0.02%

HAZLETT, BURT & WATSON, INC.

6.71K

Mar 31, 26

+1.99K

0.02%

BANK OF MONTREAL /CAN/

6.65K

Mar 31, 26

-109

0.02%

AlphaCore Capital LLC

6.57K

Mar 31, 26

-1.19K

0.02%

Capital Analysts, LLC

6.49K

Mar 31, 26

+3.02K

0.02%

Brady Martz Wealth Solutions, LLC

6.44K

Mar 31, 26

+175

0.02%

WETZEL INVESTMENT ADVISORS, INC.

6.41K

Mar 31, 26

-68

0.02%

Lantern Wealth Advisors, LLC

6.35K

Mar 31, 26

+41

0.01%

Beaumont Financial Advisors, LLC

6.18K

Mar 31, 26

0.01%

SEAVIEW INVESTMENT MANAGERS LLC

6.00K

Mar 31, 26

+1.52K

0.01%

NATIONAL BANK OF CANADA /FI/

5.99K

Mar 31, 26

0.01%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

5.93K

Mar 31, 26

+51

0.01%

First Heartland Consultants, Inc.

5.90K

Mar 31, 26

+782

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

5.79K

Mar 31, 26

+523

0.01%

VERUS CAPITAL PARTNERS, LLC

5.74K

Mar 31, 26

-126.08K

0.01%

Sigma Planning Corp

5.72K

Mar 31, 26

+1.06K

0.01%

SAGE FINANCIAL GROUP INC

5.52K

Mar 31, 26

0.01%

BRASADA CAPITAL MANAGEMENT, LP

5.50K

Mar 31, 26

-1.21K

0.01%

Sequoia Financial Advisors, LLC

5.43K

Mar 31, 26

+5.43K

0.01%

Kestra Advisory Services, LLC

5.37K

Mar 31, 26

-3.22K

0.01%

Wescott Financial Advisory Group, LLC

5.12K

Mar 31, 26

+67

0.01%

GWN SECURITIES INC.

5.04K

Mar 31, 26

-1.50K

0.01%

Hobart Private Capital, LLC

4.79K

Mar 31, 26

-2.29K

0.01%

AQR CAPITAL MANAGEMENT LLC

4.68K

Mar 31, 26

+4.68K

0.01%

Stonehearth Capital Management, LLC

4.62K

Mar 31, 26

+191

0.01%

Farther Finance Advisors, LLC

4.54K

Mar 31, 26

+2.90K

0.01%

TRUIST FINANCIAL CORP

4.42K

Mar 31, 26

0.01%

WealthCare Investment Partners, LLC

4.30K

Mar 31, 26

+4.30K

0.01%

Friday Financial

4.23K

Mar 31, 26

+4.23K

0.01%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

4.20K

Mar 31, 26

-560

0.01%

EverSource Wealth Advisors, LLC

4.13K

Mar 31, 26

+742

0.01%

HARBOUR INVESTMENTS, INC.

3.62K

Mar 31, 26

+3.35K

0.01%

Banque Cantonale Vaudoise

3.45K

Mar 31, 26

+1.21K

0.01%

CENTAURUS FINANCIAL, INC.

3.26K

Mar 31, 26

+3.26K

0.01%

Steward Partners Investment Advisory, LLC

2.96K

Mar 31, 26

+2.96K

0.01%

Legacy Wealth Managment, LLC/ID

2.17K

Mar 31, 26

+1.27K

0.01%

Allworth Financial LP

1.63K

Mar 31, 26

-2.47K

0.00%

Sunbelt Securities, Inc.

1.63K

Mar 31, 26

-84

0.00%

WFA of San Diego, LLC

1.53K

Mar 31, 26

0.00%

Trust Co

1.51K

Mar 31, 26

+565

0.00%

Larson Financial Group LLC

1.30K

Mar 31, 26

0.00%

Capital Investment Advisory Services, LLC

1.24K

Mar 31, 26

0.00%

IAG Wealth Partners, LLC

1.03K

Mar 31, 26

0.00%

WELLS FARGO & COMPANY/MN

1.02K

Mar 31, 26

+644

0.00%

CWM, LLC

980

Mar 31, 26

0.00%

Dunhill Financial, LLC

908

Mar 31, 26

-736

0.00%

Western Wealth Management, LLC

716

Mar 31, 26

+716

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

648

Mar 31, 26

0.00%

Advisory Services Network, LLC

406

Mar 31, 26

+406

0.00%

AdvisorNet Financial, Inc

386

Mar 31, 26

+36

0.00%

HHM Wealth Advisors, LLC

306

Mar 31, 26

0.00%

Costello Asset Management, INC

227

Mar 31, 26

0.00%

IFP Advisors, Inc

200

Mar 31, 26

-35

0.00%

Clarity Asset Management, Inc.

190

Mar 31, 26

0.00%

PRIVATE TRUST CO NA

137

Mar 31, 26

+59

0.00%

CULLEN/FROST BANKERS, INC.

Mar 31, 26

0.00%

ASSETMARK, INC

Mar 31, 26

-83

0.00%

Ashton Thomas Private Wealth, LLC

Mar 31, 26

0.00%

Wealth Alliance Advisory Group, LLC

Mar 31, 26

-8.26K

STIFEL FINANCIAL CORP

Mar 31, 26

-18.05K

VISTA INVESTMENT PARTNERS II, LLC

Mar 31, 26

-17.39K

US BANCORP \DE\

Mar 31, 26

-585

OPTIMA CAPITAL LLC

Mar 31, 26

-2.87K

Clear Point Advisors Inc.

Mar 31, 26

-22.39K

Elyxium Wealth, LLC

Mar 31, 26

-1.00K

Coppell Advisory Solutions LLC

Mar 31, 26

-6.97K

Aviso Financial Inc.

Mar 31, 26

-2.49K

MidAtlantic Capital Management, Inc.

Mar 31, 26

-326

AllGen Financial Advisors, Inc.

149.49K

Dec 31, 25

+8.54K

0.35%

Running Point Capital Advisors, LLC

120.66K

Dec 31, 25

+19.98K

0.28%

Prosperity Wealth Management, Inc.

9.23K

Dec 31, 25

+437

0.02%

McCarthy & Cox

8.11K

Dec 31, 25

-351.36K

0.02%

Global Retirement Partners, LLC

1.99K

Dec 31, 25

0.00%

SageView Advisory Group, LLC

1.09K

Dec 31, 25

+1.09K

0.00%

TUCKER ASSET MANAGEMENT LLC

Dec 31, 25

0.00%

SPC Financial, Inc.

7.69K

Sep 30, 25

0.02%

AVANTAX ADVISORY SERVICES, INC.

248.36K

Jun 30, 25

+44.88K

0.58%

Atria Wealth Solutions, Inc.

Jun 30, 25

-5.38K

HTLF Bank

21.57K

Dec 31, 24

0.05%

Raymond James Financial Services Advisors, Inc.

274.71K

Sep 30, 24

+10.36K

0.64%

Hyperion Partners, LLC

167.69K

Sep 30, 24

+6.42K

0.39%

BBJS FINANCIAL ADVISORS, LLC

88.07K

Sep 30, 24

+3.62K

0.21%

RAYMOND JAMES & ASSOCIATES

32.45K

Sep 30, 24

-560

0.08%

CARY STREET PARTNERS ASSET MANAGEMENT LLC

26.39K

Sep 30, 24

+3.08K

0.06%

Cetera Advisor Networks LLC

57.83K

Mar 31, 24

+48.90K

0.14%

Simplicity Solutions, LLC

126.88K

Dec 31, 23

+424

0.30%

StrategIQ Financial Group, LLC

29.77K

Dec 31, 23

+8.90K

0.07%

COLONY GROUP LLC

42.77K

Sep 30, 23

+50

0.10%

DUBUQUE BANK & TRUST CO

21.57K

Sep 30, 23

0.05%

Quantitative Advantage, LLC

155.14K

Mar 31, 23

+907

0.36%

Foresight Wealth Management, LLC

Dec 31, 22

-24.72K

Beaumont Financial Partners, LLC

6.18K

Sep 30, 22

0.01%

Asset Planning Services, Ltd.

4.27K

Dec 31, 21

+25

0.01%

Ameritas Investment Company, LLC

11.72K

Sep 30, 21

+2.29K

0.03%

20/20 Capital Management, Inc.

178.92K

Jun 30, 21

+4.94K

0.42%

Watson Rebecca

Sep 30, 20

-550

Advisor Group, Inc.

904

Dec 31, 19

0.00%

Ceros Financial Services Inc.

24.46K

Mar 31, 19

+24.46K

0.06%